Lpl Financial LLC
About this Advisor
Rolfe Young is a certified financial planner who works out of Houston, Texas, who has been in the financial industry for 10 years. Young is an employee of Lpl Financial LLC. During their career, the advisor has held roles at Southwest Securities Inc, Stifel Nicolaus & Co Inc and Lpl Financial. Young maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Lpl Financial LLC is an advisory company that has its headquarters in Houston, Texas. The firm has offices in 9,898 locations and a total of 28,744 advisors. It oversees $404 billion in assets across its 1,517,995 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 3,162 charities and foundations. Of its 1,517,995 customer accounts, 31% belong to high-net-worth clients who have more than $1 million in investable assets. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees typically depend on which services are provided. However, fee types billed by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Rolfe Young Work History
Rolfe has 10 years of experience.
Stifel Nicolaus & Co Inc
Southwest Securities Inc
Rolfe Young has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.